- Home
- Financial Services CRM Software
- Cloudsquare
On the recordRead 4 Oct 202614 facts
Cloudsquare
Plans and prices
Cloudsquare Broker
$75a month
starts at $75 per user per month
Read 4 Oct 2026 · cloudsquare.io
On the record
- AI features
- Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox.cloudsquare.io · read 4 Oct 2026
- Broker tools
- Broker features include sales and CRM, deal scrubbing and diligence, lender submissions, offer comparison, commission reconciliation, and renewals.cloudsquare.io · read 4 Oct 2026
- Company history
- A Cloudsquare press release says the company was founded in 2018 as a Salesforce consulting firm.cloudsquare.io · read 4 Oct 2026
- Diligence
- The platform says it can search UCC liens across all 50 states and file and monitor them on the deal record.cloudsquare.io · read 4 Oct 2026
- Identity checks
- Business Verify checks U.S. businesses against live Secretary of State and IRS data, and the site also lists KYB scoring and principal screening.cloudsquare.io · read 4 Oct 2026
- Industries
- The site lists out-of-the-box workflows for revenue-based financing, equipment, business loans, reverse consolidation, and HELOC.cloudsquare.io · read 4 Oct 2026
- Integrations
- Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed.cloudsquare.io · read 4 Oct 2026
- Lender integrations
- The platform says it has 30 prebuilt lender connections that send submissions by API and return offers, stipulations, and decisions to the deal.cloudsquare.io · read 4 Oct 2026
- Portals
- Cloudsquare lists customer, ISO, and syndicator portals; its customer portal supports document uploads and payment tracking.cloudsquare.io · read 4 Oct 2026
- Purpose
- Cloudsquare is a Salesforce-native AI lending platform for brokers and lenders that manages operations from application through final payment.cloudsquare.io · read 4 Oct 2026
- Security
- Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls.cloudsquare.io · read 4 Oct 2026
- Support
- The company says every customer gets an included Cloudsquare Advisor who can help with configuration questions, training, and platform reviews.cloudsquare.io · read 4 Oct 2026
- Who it serves
- Cloudsquare describes its platform as built for lending organizations, including brokers, lenders, brokerages, and ISOs.cloudsquare.io · read 4 Oct 2026
